Product Manager

Cerity Partners; New York (NY); On-site; USD 150,000 - 200,000; Full time

Benefits offered by this job

Health insurance

401(k) with 4% match

Flexible PTO

Parental Leave

Education assistance

Community service time

Commuter benefits

Job summary

Cerity Partners seeks a Product Manager to join our Technology PMO, reporting to the CTO and driving roadmaps, prioritization, and execution of internal software development. You will translate business needs into actionable work, shepherd user stories, and coordinate cross-functional teams to deliver reliable outcomes for our clients.

The role focuses on hands-on sprint execution, backlog refinement, and close collaboration with stakeholders to ensure timely releases and measurable value across

Qualifications

• 3–7+ years as Product Owner/Manager in a technology environment
• Salesforce customization, development processes, and integration capabilities
• Proven track record delivering multi-domain technology projects with predictable outcomes
• Strong Agile methodologies and sprint management experience

Responsibilities

• Bridge business vision and technical execution across projects
• Refine business requests into executable development items and clear user stories
• Prioritize backlog based on business value and dependencies
• Lead sprint planning, refinement, and delivery with the development team
• Coordinate releases and communicate timelines to stakeholders
• Improve agile processes to boost productivity and predictability
• Ensure acceptance criteria and quality align with requirements

Skills

Product manager

Agile/sprint management

Cross-functional collaboration

Stakeholder management

Requirements to user stories

Tools

Salesforce

Job description

Position Summary

We are seeking a Product Manager to join our Technology PMO team at Cerity Partners, working directly with the CTO to drive the road mapping, prioritization, and execution of our internal software development pipeline. This role is essential to ensuring our technology organization delivers reliable, predictable outcomes that enable our colleagues across the firm to better serve our clients.

As Product Manager, you'll be the critical bridge between business vision and technical execution, working on diverse projects spanning Data Engineering, Salesforce Development, Portfolio Reporting automation and complex cross-functional initiatives. You'll collaborate directly with stakeholders, including senior leadership, to translate strategic objectives into actionable development work, while ensuring our development teams have clear direction and well-crafted user stories to execute against.

This is a hands-on role focused on making sprints run smoothly. You'll be responsible for refining business requests into executable development items and maintaining clear communication channels between our development teams and business stakeholders regarding project timelines and releases.

Primary Responsibilities

• Strategic Collaboration: Work directly with the CTO and senior leadership to develop and maintain technology roadmaps that align with business objectives and strategic initiatives.
• Sprint Management: Lead hands-on sprint planning, refinement, and execution activities with our growing 10-person development team, ensuring consistent delivery velocity and predictable outcomes.
• Stakeholder Alignment: Act as the primary liaison between business stakeholders and development teams, translating complex business requirements into clear, actionable user stories and acceptance criteria.
• Cross-functional Project Leadership: Manage and coordinate projects that span multiple technology domains including data engineering pipelines, Salesforce customizations, system integrations, and internal tooling development.
• Backlog Management: Maintain and prioritize the product backlog based on business value, technical dependencies, and strategic alignment, ensuring development teams always have clear priorities.
• Requirements Refinement: Work closely with business stakeholders to gather, analyze, and refine requirements, ensuring all development work has clear business justification and measurable outcomes.
• Release Coordination: Manage release planning and communication, ensuring stakeholders are informed of delivery timelines and that releases meet business expectations.
• Process Optimization: Continuously improve agile processes and practices to enhance team productivity, delivery predictability, and stakeholder satisfaction.
• Quality Assurance: Collaborate with development teams to define acceptance criteria and ensure delivered solutions meet business requirements and quality standards.
• Stakeholder Communication: Provide regular updates to leadership and business stakeholders on project progress, timeline adjustments, and delivery milestones.

Required Qualifications

• 3-7+ years of experience as a Product Owner or Product Manager in a technology environment
• Salesforce platform familiarity is required - understanding of Salesforce customization, development processes, and integration capabilities
• Financial services industry experience required - understanding of wealth management, investment advisory, or related financial services operations
• Proven track record of managing complex, multi-domain technology projects with predictable delivery outcomes
• Strong experience with Agile methodologies and sprint management practices.
• Experience working with cross-functional teams including data engineering, software development, and business operations
• Demonstrated ability to translate business requirements into technical specifications and user stories
• Excellent stakeholder management skills with experience presenting to senior leadership
• Strong analytical and problem-solving skills with acute attention to detail
• Experience with project management and collaboration tools (familiarity with Asana and Confluence a plus)
• Exceptional communication and organizational skills with ability to manage multiple competing priorities
• Proven ability to work independently while collaborating effectively with geographically distributed teams
• Growth mindset with willingness to learn new technologies and adapt to evolving business needs

Compensation Range

$150,000 - $200,000

Why Cerity Partners

• Health, dental, and vision insurance - day 1!
• 401(k) savings and investment plan options with 4% match
• Flexible PTO policy
• Parental Leave
• Financial assistance for advanced education and professional designations
• Opportunity to give back time to local communities
• Commuter benefits

Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.

Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to [e-mail]. Applicants must be authorized to work for any employer in the U.S.